-4.2%
DT vs VCIT
-1.4%
-2.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | +3.1% | -1.4% | +4.6% | +3.4% |
| 30D | -29.5% | +0.6% | -30.1% | -29.8% |
| 3M | -11.7% | -2.2% | -9.5% | -11.0% |
| 6M | +29.0% | -2.3% | +31.3% | +30.2% |
| YTD | +3.4% | -2.2% | +5.6% | +1.7% |
| 1Y | -4.2% | -1.4% | -2.9% | -5.2% |
| All | -4.2% | -1.4% | -2.8% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling